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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
1W
1776
1776 Wealth
Georgia
$225K +$216K +1,080 New
MAM
1777
MMA Asset Management
Pennsylvania
$224K -$116K -582 -35%
KFI
1778
Key Financial Inc
Pennsylvania
$224K +$20K +100 +9%
SEP
1779
Southland Equity Partners
Missouri
$224K +$215K +1,076 New
CCC
1780
Crescent Capital Consulting
Louisiana
$223K – – –
HWA
1781
HCR Wealth Advisors
California
$222K +$213K +1,066 New
SFG
1782
SageGuard Financial Group
Tennessee
$222K +$214K +1,070 New
BCA
1783
Bay Colony Advisors
Massachusetts
$221K -$183K -915 -46%
IIM
1784
Ipswich Investment Management
Massachusetts
$221K +$213K +1,065 New
APG
1785
Abacus Planning Group
South Carolina
$220K -$26K -130 -11%
RWMH
1786
Riverpoint Wealth Management Holdings
Illinois
$220K +$211K +1,055 New
GCA
1787
Gradient Capital Advisors
California
$220K +$212K +1,059 New
CWC
1788
Carolinas Wealth Consulting
North Carolina
$218K +$117K +585 +127%
SFG
1789
Sunburst Financial Group
Alabama
$218K +$209K +1,046 New
CBFP
1790
Cedar Brook Financial Partners
Ohio
$218K +$210K +1,049 New
IFS
1791
Ifrah Financial Services
Arkansas
$218K +$210K +1,050 New
MSU
1792
Mizuho Securities USA
New York
$217K +$209K +1,043 New
CAM
1793
Cozad Asset Management
Illinois
$216K +$207K +1,037 New
MG
1794
MilWealth Group
Wisconsin
$215K – – –
KWA
1795
KCS Wealth Advisory
California
$215K +$207K +1,034 New
FAM
1796
Fenimore Asset Management
New York
$214K +$206K +1,030 New
CAM
1797
Concorde Asset Management
Michigan
$213K +$204K +1,021 New
WA
1798
Wealth Advisors
California
$211K +$220K +1,100 New
EWP
1799
Engrave Wealth Partners
Texas
$210K +$202K +1,009 New
CNB
1800
Camden National Bank
Maine
$210K +$202K +1,010 New
70 71
72
73 74